Signatory of United Nations Principles for Responsible Investment (PRI)
To publicly demonstrate commitment to responsible investment Aeon Investment Management became a signatory of the United Nations Principles for Responsible Investment (PRI) in January 2014.
Aeon Investment Management voting policy covers Corporate Governance, Environmental and Social issues. The policy incorporates the Six Principles from the United Nations Principles for Responsible Investment (PRI) as seen below.
Principle 1: We will incorporate ESG issues into investment analysis and decision making processes.
Principle 2: We will be active owners and incorporate ESG issues into our ownership policies and practices.
Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which we invest.
Principle 4: We will promote acceptance and implementation of the Principles within the investment industry.
Principle 5: We will work together to enhance our effectiveness in implementing the Principles.
Principle 6: We will each report on our activities and progress towards implementing the Principles.
For further information on the United Nations Principles for Responsible Investment, you can view their website here.
PRI Assessment Report for 2017
Click to view- A+ rating for Strategy and Governance
- A rating for Listed Equity Incorporation
- A+ rating for Listed Equity – Active Ownership
PRI Assessment Report for 2018
Click to view- A+ rating for Strategy and Governance
- A+ rating for Listed Equity Incorporation
- A+ rating for Listed Equity – Active Ownership
PRI Assessment Report for 2019
Click to view- A+ rating for Strategy and Governance
- A+ rating for Listed Equity Incorporation
- A+ rating for Listed Equity – Active Ownership
PRI Assessment Report for 2021
Click to view- 95% for Investment & Stewardship Policy
- 95% for Active Fundamental-Incorporation
- 88% for Active Fundamental-Voting
PRI Assessment Report for 2022
Click to view- 93% for Policy, Governance & Strategy
- 96% for Direct: Listed Equity-Active Fundamental
- 100% for Confidence building
“I can calculate the motion of heavenly bodies but not the madness of people.” – Isaac Newton